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DG

Drew S. Gordon

MADISON GLOBAL ADVISORS
HAUPPAUGE, NY 11788
CRD#: 8092983
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DG
Drew Shea GordonMADISON GLOBAL ADVISORS

Professional summary

Drew Shea Gordon is a registered financial advisor currently at MADISON GLOBAL ADVISORS LLC located in Hauppauge, New York and MADISON GLOBAL PARTNERS LLC located in Hauppauge, New York.

Drew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Drew has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Shea Gordon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 6, 2026 - Present

MADISON GLOBAL ADVISORS LLC

Office #1: 350 Motor Parkway Suite 205, Hauppauge, NY 11788
RIA
CRD#: 288894
HAUPPAUGE, NY
Current

April 13, 2026 - Present

MADISON GLOBAL PARTNERS LLC

Office #1: 350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
BD
CRD#: 285406
HAUPPAUGE, NY
Past

September 26, 2025 - March 4, 2026

FUSION FAMILY WEALTH, LLC

RIA
CRD#: 168254
WOODBURY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MG
MADISON GLOBAL ADVISORS LLC
MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC

CRD#: 288894 / SEC#: 801-125976

RIA
Registered Investment Advisory firm - (8/19/2022 Approved)
Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)
New York
Registered Investment Advisory firm - (9/7/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(3/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/13/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MADISON GLOBAL ADVISORS LLC
MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC

CRD#: 288894 / SEC#: 801-125976

RIA
Registered Investment Advisory firm - (8/19/2022 Approved)
Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)
New York
Registered Investment Advisory firm - (9/7/2022 Terminated)
Loading...

Contact information

Main Address
350 Motor Parkway Suite 205, Hauppauge, NY 11788
Mailing Address
Phone number
(631) 240-4155
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MGA BROCHURE 09.21.2022 2 (3/12/2025)

Regulatory assets under management

Total Number of Accounts178
AUM (Assets Under Management)$ 80,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MADISON GLOBAL ADVISORS LLC

CRD#: 288894Hauppauge, NY 11788

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